A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,067 shares of QUAL stock, worth $600,549. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,067
Previous 3,122 1.76%
Holding current value
$600,549
Previous $533,000 5.07%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
$152.42 - $182.82 $8,383 - $10,055
-55 Reduced 1.76%
3,067 $560,000
Q1 2025

May 15, 2025

BUY
$168.16 - $186.21 $6,558 - $7,262
39 Added 1.27%
3,122 $533,000
Q4 2024

Feb 06, 2025

BUY
$176.42 - $186.91 $543,902 - $576,243
3,083 New
3,083 $549,000
Q1 2021

Apr 29, 2021

SELL
$112.92 - $122.16 $112 - $122
-1 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$100.86 - $116.21 $100 - $116
1 New
1 $0

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
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